INTA vs. LU
INTA (Intapp, Inc.) and LU (Lufax Holding Ltd) are both stocks. INTA operates in Software - Application (Technology), while LU operates in Credit Services (Financial Services). Over the past 3 years, INTA returned -20.80%/yr vs -22.60%/yr for LU. At a 0.13 correlation, their price movements are largely independent.
Performance
INTA vs. LU - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with INTA having a -47.84% return and LU slightly lower at -48.05%.
INTA
- 1D
- 3.02%
- 1M
- 11.21%
- YTD
- -47.84%
- 6M
- -44.39%
- 1Y
- -57.18%
- 3Y*
- -20.80%
- 5Y*
- —
- 10Y*
- —
LU
- 1D
- -0.75%
- 1M
- -32.14%
- YTD
- -48.05%
- 6M
- -50.00%
- 1Y
- -54.45%
- 3Y*
- -22.60%
- 5Y*
- -40.59%
- 10Y*
- —
INTA vs. LU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
INTA Intapp, Inc. | -47.84% | -28.51% | 68.57% | 52.45% | -0.87% | -0.36% |
LU Lufax Holding Ltd | -48.05% | 7.11% | 73.97% | -58.03% | -60.48% | -51.13% |
Correlation
The correlation between INTA and LU is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 2021 | 0.13 |
Fundamentals
INTA:
$554.34M
LU:
CN¥31.92B
INTA:
$415.89M
LU:
CN¥13.50B
INTA:
-$30.20M
LU:
-CN¥1.26B
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Return for Risk
INTA vs. LU — Risk / Return Rank
INTA
LU
INTA vs. LU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Intapp, Inc. (INTA) and Lufax Holding Ltd (LU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| INTA | LU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 0.80 | 0.80 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | -0.88 | -0.78 | -0.10 |
| Martin ratioReturn relative to average drawdown | -1.48 | -1.40 | -0.07 |
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Drawdowns
INTA vs. LU - Drawdown Comparison
The maximum INTA drawdown since its inception was -74.17%, smaller than the maximum LU drawdown of -96.68%. Use the drawdown chart below to compare losses from any high point for INTA and LU.
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Drawdown Indicators
| INTA | LU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.17% | -96.68% | +22.51% |
Max Drawdown (1Y)Largest decline over 1 year | -64.89% | -69.77% | +4.88% |
Max Drawdown (3Y)Largest decline over 3 years | -74.17% | -69.77% | -4.40% |
Max Drawdown (5Y)Largest decline over 5 years | — | -94.84% | — |
Current DrawdownCurrent decline from peak | -67.75% | -95.42% | +27.67% |
Average DrawdownAverage peak-to-trough decline | -31.21% | -78.39% | +47.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 39.95% | 38.81% | +1.14% |
Volatility
INTA vs. LU - Volatility Comparison
Intapp, Inc. (INTA) has a higher volatility of 21.29% compared to Lufax Holding Ltd (LU) at 11.70%. This indicates that INTA's price experiences larger fluctuations and is considered to be riskier than LU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INTA | LU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.29% | 11.70% | +9.59% |
Volatility (6M)Calculated over the trailing 6-month period | 47.58% | 34.40% | +13.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 55.97% | 53.01% | +2.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 54.69% | 76.61% | -21.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 54.69% | 76.27% | -21.58% |
Dividends
INTA vs. LU - Dividend Comparison
Neither INTA nor LU has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
INTA Intapp, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LU Lufax Holding Ltd | 0.00% | 0.00% | 101.26% | 11.60% | 26.29% |
Financials
INTA vs. LU - Financials Comparison
This section allows you to compare key financial metrics between Intapp, Inc. and Lufax Holding Ltd. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
INTA and LU have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
INTA has higher volatility (21.29%) compared to LU (11.70%). In terms of maximum drawdown, INTA dropped -74.17% vs LU's -96.68%.
INTA currently has the higher Sharpe Ratio (-1.02 vs -1.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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